Envelope-to: danny@sterlingcal.com
Delivery-date: Tue, 22 Oct 2024 11:49:52 -0500
From: "Scott Durrett" <scott.durrett@afs.ameriprise.com>
To: <danny@sterlingcal.com>
Subject: Give the gift that keeps on giving
Date: Tue, 22 Oct 2024 10:49:01 -0600
MIME-Version: 1.0
Reply-To: "Scott Durrett" <reply-febd13757c650378-85_HTML-17924247-514005474-9@reply.afs.ameriprise.com>
Message-ID: <c8872d25-d8e9-46ef-a135-9ec052761f25@atl1s11mta416.xt.local>
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Ameriprise
 

  https://click.afs.ameriprise.com/?qs=5e9fc2b4c7fc0db7cca00430c5818358b85a0a0334fcc943b8b06da6341aef2f22a7314f3d207213a48d8c7eaa9305573254284e01d662d3ab4a6b1621d1e04c 

 Dalton and Associates 
  
 
Give the gift that keeps on giving


 You&rsquo;ve worked hard, saved and made sacrifices to get where you are today. You can pass those values down to your family with the gift of a financial plan. A financial plan is the gift that keeps on giving! You can give your children or other family members a head start working towards their financial goals by establishing smart financial habits early in life.

 
Financial planning across generations is something my practice does that can help clients plan for their legacies to be preserved. Your privacy is of the utmost importance to me, so rest assured that your finances will not be discussed with your family and vice versa. I can create a plan for your family member that is tailored to them &ndash; whether that&rsquo;s helping them navigate their employee benefits, building up a college fund for their kids, or preparing for their own retirement.

 
If you are interested in learning more, click the button below to send me a message, and I will reach out to find a time that works best with your schedule.
 
mailto:scott.durrett@ampf.com?subject=Gifting a financial plan 
SCHEDULE MEETING  

 
 Connect with me
 

 Scott Durrett 
  Financial Advisor 
  Associate Vice President 
  Dalton and Associates
  A private wealth advisory practice of Ameriprise Financial Services, LLC 
      
 
 562.308.4526562 


mailto:scott.durrett@ampf.com 

  
mailto:scott.durrett@ampf.com 
Email me  


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Visit my site 


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Office Locations 


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 Scott Durrett

 Financial Advisor

  Associate Vice President

   Dalton and Associates

  A private wealth advisory practice of Ameriprise Financial Services, LLC 

  
    2029 Century Park E Ste 2550

  Los Angeles, California 90067-2936

 
  Office Phone: 562.308.4526562

   Email: scott.durrett@ampf.com

   Website: https://www.ameripriseadvisors.com/scott.durrett 


 AR License # 17721044

  CA Insurance # 0K48038

 
 This email is an advertisement.
 

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Fraud Instructions 

Ameriprise Financial
 

 70100 Ameriprise Financial Center | Minneapolis, MN 55474
 

 Ameriprise Financial Planning Services are optional, offered separatly, and priced according to the complexity of the case and the financial advisor's practice fee schedule. The fees and financial advisor may be subject to change.


 Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals.


 Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.


 Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.


 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
 

 (c) 2024 Ameriprise Financial, Inc. All rights reserved. 
  30209_1077-CACBCCPCU (04/24)

 Email sent to: danny@sterlingcal.com 


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<div class="preheader" style="font-size: 1px; display: none !important;">Give your family members a head start working towards their financial goals.</div>
      <img src="https://click.afs.ameriprise.com/open.aspx?ffcb10-febd13757c650378-fe581777736403747214-fe31117171640478711374-ff921c75-fe5b15777c66007f7113-ffc61d&d=110047&bmt=0" width="1" height="1" alt="">
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                    Dalton and Associates</div>
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                  <!--Practice Logo--><div style="line-height:10px; font-size:10px;">&nbsp;</div>
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								<!--[if (gte mso 9)|(IE)]>                                                 <div style="font-size: 36px; mso-line-height-rule: exactly; line-height: 40px;">                                                 <![endif]-->Give the gift that keeps on giving<!--[if (gte mso 9)|(IE)]>                                                 </div>                                                 <![endif]--></td></tr></table></td><!--[if mso]><!--><td align="right" class="desktopWidth40px" style="vertical-align: bottom;" valign="bottom" width="12%">
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								You&rsquo;ve worked hard, saved and made sacrifices to get where you are today. You can pass those values down to your family with the gift of a financial plan. A financial plan is the gift that keeps on giving! You can give your children or other family members a head start working towards their financial goals by establishing smart financial habits early in life.<br>
								&nbsp;<br>
								Financial planning across generations is something my practice does that can help clients plan for their legacies to be preserved. Your privacy is of the utmost importance to me, so rest assured that your finances will not be discussed with your family and vice versa. I can create a plan for your family member that is tailored to them &ndash; whether that&rsquo;s helping them navigate their employee benefits, building up a college fund for their kids, or preparing for their own retirement.<br>
								&nbsp;<br>
								If you are interested in learning more, click the button below to send me a message, and I will reach out to find a time that works best with your schedule.<div style="height: 18px; font-size: 18px; mso-line-height-rule: exactly; line-height: 18px;">
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												<a alias="Schedule Meeting - Email" href="mailto:scott.durrett@ampf.com?subject=Gifting a financial plan" style="color:#ffffff; background:#003d6d; border:10px solid #003d6d; text-decoration:none; border-width:10px 40px; border-radius: 5px; font-family: Arial, Helvetica, sans-serif; font-size:14px; font-weight: bold; text-align: center;" target="_blank">SCHEDULE MEETING</a>&nbsp;<!--[if mso]>                                             </center>                                                                 </v:roundrect>                                     <![endif]--></td></tr></table><div style="height: 18px; font-size: 18px; mso-line-height-rule: exactly; line-height: 18px;">
									&nbsp;</div></td></tr><tr>
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				&nbsp;</td><!--<![endif]--><!--[if (gte mso 12)|(IE)]>                     <td align="right" width="40">&nbsp;</td>                     <![endif]--></tr></table> </td></tr></table>
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  &nbsp;
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                Scott Durrett</div> <div style="padding: 10px 0px 0px 0px; font-family: 'FranklinGothicBook', Arial, Helvetica, sans-serif; font-size:13px; line-height: 17px;">
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                   Financial Advisor</div> <div style="font-family: 'FranklinGothicBook', Arial, Helvetica, sans-serif; font-size:13px; line-height: 17px;">
                 Associate Vice President</div> <div style="font-family: 'FranklinGothicBook', Arial, Helvetica, sans-serif; font-size:13px; line-height: 17px;">
                 Dalton and Associates</div>
                <div style="font-family: 'FranklinGothicBook', Arial, Helvetica, sans-serif; font-size:13px; line-height: 17px;">
                   A private wealth advisory practice of Ameriprise Financial Services, LLC</div> </th>
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            Scott Durrett</td></tr><tr>
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            Financial Advisor<br>
             Associate Vice President<br>
              Dalton and Associates<br>
             A private wealth advisory practice of Ameriprise Financial Services, LLC&nbsp;</td></tr><tr>
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            &nbsp;</td></tr><tr>
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               2029 Century Park E Ste 2550<br>
             Los Angeles, California 90067-2936<br>
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              Website: https://www.ameripriseadvisors.com/scott.durrett </td></tr><tr>
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